Difference between revisions of "Employee Leave Report"

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=How to Use=
 
=How to Use=
  
From an employee's record, click on <kbb>Leave Settings</kbd> and then the <kbd>Leave Report</kbd> buttons.
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From an employee's record, click on <kbd>Leave Settings</kbd> and then the <kbd>Leave Report</kbd> buttons.
  
 
====Understanding the Employee Leave Report====
 
====Understanding the Employee Leave Report====

Revision as of 03:16, 6 September 2019

About

The Employee Leave report is used to summarise Annual Leave, BAPS Leave & provisions for leave for an employee.

How to Use

From an employee's record, click on Leave Settings and then the Leave Report buttons.

Understanding the Employee Leave Report

The employee leave report is broken into a number of sections;

  • Annual Leave
  • BAPS (Bereavement, Alternative, Public Holiday, and Sick) Leave
  • Annual Leave Provision Report
  • It also contains functions to manually add in leave balances


Annual Leave Report

This section specifically looks at annual leave for an employee;

PinvoiceR - Employee Annual Leave Report.png

The first part shows the accruals added (manually or at their anniversary date) and leave taken. Thing to remember is that leave is always expressed in weeks and not any other unit - per the legislation.

On an employee's anniversary date the system will automatically accrue 4 weeks of leave for them.

Below the summary it shows the following calculated information;

  • Balance Remaining - ie any weeks accrued, less any weeks taken
  • The estimated value in weeks that the employee has accrued since their last anniversary date (ie the leave accrual dollar amount(eg 8%) value expressed in weeks.
  • The date of the Last Yearly Accrual
  • The amount in dollars of the Annual Leave paid since last anniversary date
  • A section where weeks to accrue (either positive or negative) if adjusting an employee's leave balance


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